he's in los angeles tonight. charles, do these apple, microsoft releases represent a big change in direction for the industry. not just for microsoft but for other makers? >> absolutely. we have seen a real shift here in the competitive dynamic. it used to be about the pc. and now people are spending more and more time on these mobile devices whether they are tablets or smart phones. and that's really a place where microsoft isa extremely weak compared to azon, google and apple, especially. and so this represents a real shift for microsoft trying to be as relevant in this new computing world as they have been in the i pas >> suarez: well, it's the largest single supplier of operating systems in the world. once a player like microsoft p decides the future's in touch, does it move some of, have some of of its own momentum that the future's in touch, that's it? >> well, i think apple has already established that that is the case and others have followed. you know, i think microsoft is with the launch of windows 8 no